(PSR) Invesco Active U.S. Real - Ratings and Ratios

The Invesco Active U.S. Real Estate Fund is an actively managed exchange-traded fund (ETF) that focuses on the U.S. real estate sector, investing at least 80% of its assets in securities of companies primarily engaged in this industry, including those within the FTSE NAREIT All Equity REITs Index. This encompasses real estate investment trusts (REITs) and real estate operating companies (REOCs), with the latter reinvesting their earnings into the business rather than distributing them to shareholders.

Beyond REITs, the funds portfolio may include securities of other companies that derive significant revenue from the U.S. real estate industry, providing a broad exposure to the sector. The fund is categorized as non-diversified, indicating that it may invest a larger percentage of its assets in a smaller number of issuers, potentially increasing its risk profile compared to diversified funds.

Analyzing the funds recent performance, we observe that it is currently trading at $92.94, above both its 20-day and 50-day simple moving averages (SMA) of $91.05 and $90.37, respectively. This suggests a positive short-term trend. However, the funds price is slightly below its 200-day SMA of $92.51, indicating a potential resistance level. The average true range (ATR) stands at 1.39, or 1.50%, signifying moderate volatility.

Considering the and , a forecast for the fund can be derived. The funds assets under management (AUM) stand at $59.09M USD, a relatively modest size that could impact liquidity but also indicates a focused investment strategy. Given the current price is near its 200-day SMA and considering the overall trend in the real estate sector, theres potential for the fund to test its 52-week high of $98.19 if the sector continues to attract investment. Conversely, a downturn could see the price revisit its 52-week low of $79.99. Thus, a prudent strategy might involve monitoring the funds ability to break through the $92.51 resistance level, with a successful breach potentially paving the way for further gains.

Investors should be aware that the real estate sector can be sensitive to interest rate changes, economic downturns, and other macroeconomic factors. As such, the funds performance is closely tied to the overall health of the U.S. real estate market, including both residential and commercial segments. For those looking to gain exposure to this sector, the Invesco Active U.S. Real Estate Fund offers an actively managed approach, potentially benefiting from the fund managers expertise in navigating the complexities of the real estate industry.